The Member Record | Novi AMS Knowledge Base

Attach One Person to Multiple Unrelated Companies

Deep Dive: Acceptable Characters for Member Names

Change a Person's Parent Member

Dues Paying Member

Convert a Non-Member, Prospect, or Expired Member to a Current Member

Download Member Contact Information to Your Address Book

How To Anonymize A Record

Remove a Person from a Company

Create a User Account from the Admin

Deep Dive: Customize Your Member Fields Data and Display

Create a New Company or Person

Continuing Education Reporting

Add a New Staff Person as an Admin

Granting Users Full, Limited, or Page Editor Admin Access To Your Novi Database

Updating a Person's Email Address: Professional Contact Info vs User Account

How New Members Can Join & Signup For Membership

Continuing Education in Novi

Notification Email Sent to Individuals with Management Access When a New Account is Created

"Allow Non-Member Account Sign-Up" Option

Deep Dive: Validating Mailing Addresses

Impersonating Frontend Users

Convert Member or Nonmember to Prospect

Membership Information Fields on a Member's Record

Set a Child Record to Inherit its Parent's Address

Company Billing Contacts in Novi AMS

Attach One Person as the Primary or Billing Contact for Multiple Related Companies

Deep Dive: Sum the Values of Custom Fields for a Parent Record

Unstructured Parent Company Data

Deep Dive: Membership Status Types in Novi AMS

Allow Individuals to Change their Parent Company

File Upload Custom Field Types